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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,083 | $109,359+51.9% | $162,185+2.4% | $72,976+127.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.60% | 25.46%+0.1pp | 115.61%-90.0pp | 81.02%-55.4pp |
| Employer contribution / active EE | $10,974 | $3,907+180.8% | $5,613+95.5% | $2,440+349.7% |
| Participant deferral / active EE | $16,085 | $5,481+193.5% | $7,297+120.4% | $3,608+345.8% |
| Admin fee / account holder | $2,757 | $7,972-65.4% | $10,844-74.6% | $5,124-46.2% |